MIFH
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Migdal Insurance & Financial Holdings’s WisdomTree US Multifactor Fund USMF Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-230
Closed -$11K – 488
2024
Q3 		$11K Hold
230
– – ﹤0.01% 331
2024
Q2 		$10K Hold
230
– – ﹤0.01% 409
2024
Q1 		$11K Hold
230
– – ﹤0.01% 330
2023
Q4 		$10K Hold
230
– – ﹤0.01% 423
2023
Q3 		$9K Hold
230
– – ﹤0.01% 423
2023
Q2 		$9K Hold
230
– – ﹤0.01% 408
2023
Q1 		$9K Sell
230
-75
-25% -$2.85K ﹤0.01% 466
2022
Q4 		$11K Hold
305
– – ﹤0.01% 452
2022
Q3 		$10K Hold
305
– – ﹤0.01% 438
2022
Q2 		$11K Hold
305
– – ﹤0.01% 512
2022
Q1 		$13K Hold
305
– – ﹤0.01% 537
2021
Q4 		$13K Hold
305
– – ﹤0.01% 581
2021
Q3 		$12K Hold
305
– – ﹤0.01% 585
2021
Q2 		$12K Buy
+305
New +$11.9K ﹤0.01% 534
2021
Q1 		– Sell
-305
Closed -$11K – 734
2020
Q4 		$11K Sell
305
-1,000
-77% -$33.2K ﹤0.01% 617
2020
Q3 		$41K Sell
1,305
-1,220
-48% -$38.2K ﹤0.01% 582
2020
Q2 		$75K Sell
2,525
-500
-17% -$14K ﹤0.01% 462
2020
Q1 		$74K Sell
3,025
-445
-13% -$13.4K ﹤0.01% 432
2019
Q4 		$111K Sell
3,470
-330
-9% -$10.3K ﹤0.01% 519
2019
Q3 		$115K Hold
3,800
– – ﹤0.01% 533
2019
Q2 		$114K Hold
3,800
– – ﹤0.01% 555
2019
Q1 		$110K Buy
3,800
+450
+13% +$12.7K ﹤0.01% 501
2018
Q4 		$88K Hold
3,350
– – ﹤0.01% 500
2018
Q3 		$103K Buy
+3,350
New +$101K ﹤0.01% 586

Other funds holding USMF

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Migdal Insurance & Financial Holdings's USMF Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2024, closing a stake of 230 shares — an estimated $11K sold.

Migdal Insurance & Financial Holdings first reported a position in USMF in Q3 2018 and held it in 24 quarters. The position peaked at $115K in Q3 2019. 62 funds tracked by Wall St. Rank hold USMF as of Q4 2024.

  • Migdal Insurance & Financial Holdings reported no remaining WisdomTree US Multifactor Fund position as of Q4 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 230 WisdomTree US Multifactor Fund shares in Q4 2024, an estimated $11K.
  • Migdal Insurance & Financial Holdings first reported a position in WisdomTree US Multifactor Fund in Q3 2018 and held it in 24 quarters.
  • Migdal Insurance & Financial Holdings's WisdomTree US Multifactor Fund position peaked at $115K in Q3 2019.
  • 62 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.